Bilingual Investment Planning Advisor

Eastern Ontario Region

About CDSPI

Created by dentists, CDSPI is a not-for-profit organization established in 1959 with the sole purpose of arranging programs for the benefit of dentists who are members of CDSPI’s member dental associations. CDSPI helps dentists and dental students achieve and maintain financial well-being by empowering them to protect and grow their wealth with customized financial advice, insurance, and investments.

Reporting Structure

Reports to the Vice President, Advisory Services.

About the Job

CDSPI is seeking a bilingual (English/French) dynamic Investment Planning Advisor to provide high-quality financial planning services to the dental community in Eastern Ontario. This role focuses on strengthening client relationships, expanding market share and delivering expert financial guidance through personalized planning. The ideal candidate is a self-motivated professional with a strong investment background, exceptional communication skills and a commitment to client success.

This position represents a current, existing vacancy within the organization.

Compensation

The expected salary range for this role is $90,000 - $130,000 per annum, based on experience, skills, and internal equity.

In addition to base salary, this role is eligible for comprehensive benefits including participation in our Group RSP and performance-based bonuses.

Key Responsibilities

  • 1.

    Client Growth & Retention:

    Manage a dedicated book of business, acquire new clients and increase market share by offering tailored financial planning solutions.

  • 2.

    Financial Planning & Advisory:

    Conduct regular account reviews, provide in-depth investment recommendations and create financial plans using advanced planning software.

  • 3.

    Client Communication & Engagement:

    Maintain proactive contact through meetings, phone calls and correspondence to keep clients informed and aligned with their financial goals.

  • 4.

    Industry Representation:

    Attend conventions, stakeholder meetings and partner events to promote CDSPI's services within the dental community.

  • 5.

    Product & Market Expertise:

    Stay current on investment products, competitor offerings and industry regulations to provide informed recommendations and comparisons.

  • 6.

    Compliance & Administration:

    Adhere to compliance standards, ensure proper documentation handling and maintain confidentiality of client records.

  • 7.

    Professional Development:

    Keep licenses in good standing by maintaining CE credits and staying up to date on financial planning best practices.

Qualifications, Skills & Experience

  • Certified Financial Planner (CFP) designation required.
  • Bilingual proficiency in English and French, both written and spoken, is required.
  • Full LLQP license is preferred (or must be obtained within two months of hire).
  • Completion of the Canadian Investment Fund Course or Canadian Securities Course.
  • Extensive knowledge of investment products and financial planning strategies.
  • Familiarity with life insurance products, including Universal Life and Whole Life strategies.
  • Strong experience with software applications including: Morningstar NaviPlan and Salesforce (CRM helping businesses connect with customers and manage their relationships).
  • Minimum 10 years of experience in financial services.
  • Exceptional communication, presentation and relationship-building skills.
  • Ability to work independently while also collaborating with internal stakeholders.

Work Environment

This position is located in Ottawa, Ontario and requires regular travel within the province, including visits to client offices. A valid driver's license and the ability to travel are required.

Recruitment Process Update

Candidates who participate in an interview will be updated on the status of their candidacy within 45 days of their last interview.

How to Apply

Interested candidates can submit their resume to careers@cdspi.com by August 7, 2026.

CDSPI does not use artificial intelligence or automated decision-making tools to screen or select candidates for this role.

CDSPI is committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. If you require an accommodation for the recruitment/interview process (including alternate formats of materials, or accessible meeting rooms or other accommodation), please let us know and we will work with you to meet your needs.